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Whether you are an experienced investor, or looking to get started, the investment solutions we advise on encompass your wider goals and financial plan.

Why not fill out our Budget Planner here to start thinking about how much you could put aside to invest? Click the pencil to get started.

Omnis Investments

We are pleased to work with Omnis to help with our clients' investment needs, with funds to match each individual's attitude to risk, working in harmony with their wider financial plan. 

You can find the latest Omnis updates on our Recent News page. 

Listen to the latest Monday Investment Club podcast here:

Learn more about how Omnis Investments align their portfolios with environmental, social and governance (ESG) values in their latest digital guide:

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.


Past performance is not a reliable indicator of future performance and should not be relied upon.

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